OCTW vs SEIS

Comparison between ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF (OCTW, ETF) and SEI SELECT SMALL CAP ETF (SEIS, ETF).

OCTW vs SEIS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OCTW(ETF)	SEIS(ETF)
Net Assets	$530M	$530M
Expense Ratio	0.74%	0.55%
Max Drawdown	8.38%	26.43%
Sharpe Ratio	1.49	1.28
5Y Beta	0.37	1.11
P/E Ratio	N/A	32.91
Forward P/E	N/A	14.38
5Y EPS CAGR	N/A	12.13%
Debt to Equity	N/A	55.77%
P/S Ratio	N/A	1.28
P/B Ratio	N/A	2.42

Net Assets

OCTW

$530M

SEIS

$530M

Expense Ratio

OCTW

0.74%

Winner

SEIS

0.55%

Max Drawdown

Winner

OCTW

8.38%

SEIS

26.43%

Sharpe Ratio

Winner

OCTW

1.49

SEIS

1.28

5Y Beta

Winner

OCTW

0.37

SEIS

1.11

P/E Ratio

OCTW

N/A

SEIS

32.91

Forward P/E

OCTW

N/A

SEIS

14.38

5Y EPS CAGR

OCTW

N/A

SEIS

12.13%

Debt to Equity

OCTW

N/A

SEIS

55.77%

P/S Ratio

OCTW

N/A

SEIS

1.28

P/B Ratio

OCTW

N/A

SEIS

2.42

OCTW vs SEIS - Historical Returns

Returns include dividend reinvestment.

Period	OCTW	SEIS
1 month	+0.61%	+3.58%
3 months	+4.94%	+19.15%
6 months	+4.87%	+13.97%
1 year	+11.44%	+30.66%
5 years(CAGR)	+8.74%	N/A
Max(CAGR)	+8.95%	+16.76%

OCTW

+0.61%

Winner

SEIS

+3.58%

OCTW

+4.94%

Winner

SEIS

+19.15%

OCTW

+4.87%

Winner

SEIS

+13.97%

OCTW

+11.44%

Winner

SEIS

+30.66%

5Y(CAGR)

OCTW

+8.74%

SEIS

N/A

Max(CAGR)

OCTW

+8.95%

Winner

SEIS

+16.76%

OCTW vs SEIS - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	OCTW	SEIS
2026	+4.29%	+15.67%
2025	+9.83%	+9.76%
2024	+8.84%	+1.15%
2023	+17.72%	N/A
2022	+0.29%	N/A
2021	+7.07%	N/A
2020	+4.11%	N/A

OCTW vs SEIS Drawdown Comparison

The maximum drawdown for OCTW was -8.38%, occurring on Apr 8, 2025. Recovery took 76 trading sessions.

The maximum drawdown for SEIS was -26.06%, occurring on Apr 8, 2025. Recovery took 197 trading sessions.

The current OCTW drawdown is -0.43%.

Rank	OCTW	SEIS
#1	-8.38% Feb 18, 2025 - Jun 6, 2025	-26.06% Nov 25, 2024 - Sep 11, 2025
#2	-6.96% Jan 3, 2022 - Nov 10, 2022	-11.18% Jan 22, 2026 - Apr 17, 2026
#3	-3.65% Feb 25, 2026 - Apr 13, 2026	-9.45% Sep 18, 2025 - Dec 10, 2025
#4	-2.79% Oct 12, 2020 - Nov 5, 2020	-5.34% May 6, 2026 - Jun 4, 2026
#5	-2.69% Feb 2, 2023 - Mar 31, 2023	-4.78% Nov 11, 2024 - Nov 25, 2024
#6	-2.64% Oct 11, 2023 - Nov 3, 2023	-3.70% Oct 17, 2024 - Nov 6, 2024
#7	-2.33% Dec 2, 2022 - Jan 12, 2023	-3.64% Dec 11, 2025 - Jan 8, 2026
#8	-2.01% Oct 27, 2025 - Dec 3, 2025	-2.89% Jun 4, 2026 - Jun 11, 2026
#9	-1.73% Nov 16, 2021 - Dec 23, 2021	-1.59% Sep 11, 2025 - Sep 18, 2025
#10	-1.49% Jul 31, 2024 - Aug 13, 2024	-1.44% Apr 24, 2026 - Apr 30, 2026
#11	-1.41% Dec 6, 2024 - Jan 17, 2025	-1.21% Jan 15, 2026 - Jan 21, 2026
#12	-1.26% Jan 20, 2021 - Feb 8, 2021	-0.90% May 1, 2026 - May 5, 2026
#13	-1.15% Oct 8, 2025 - Oct 20, 2025	-0.82% Apr 20, 2026 - Apr 24, 2026
#14	-1.12% May 1, 2023 - May 15, 2023	-0.70% Nov 6, 2024 - Nov 8, 2024
#15	-1.12% Oct 14, 2024 - Nov 6, 2024	N/A